ASHLAND COMMUNITY HOSPITAL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND COMMUNITY HOSPITAL FOUNDATION (EIN 93-0691238)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-17
- IRS object ID
- 202422619349301517
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-17T18:15:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930691238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 5414820367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY McCULLOUGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5414820367 | PhoneNum |
| Signature | 2024-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN M RYDER | PreparerPersonNm |
| PTIN | P00033827 | PTIN |
| Phone | 5417797641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE ROLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,830,229 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HOSPITAL FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR ASHLAND'S HOSPITAL AND COMMUNITY HEALTH AND WELLNESS;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $280,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $396,857 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,221,150 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,353 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $264,096 | PYInvestmentIncomeAmt |
| CY Investment Income | $413,988 | CYInvestmentIncomeAmt |
| PY Other Revenue | $278,480 | PYOtherRevenueAmt |
| CY Other Revenue | $279,328 | CYOtherRevenueAmt |
| PY Total Revenue | $977,786 | PYTotalRevenueAmt |
| CY Total Revenue | $1,953,970 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $742,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $562,797 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $331,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $364,185 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $344,897 | PYOtherExpensesAmt |
| CY Other Expenses | $311,522 | CYOtherExpensesAmt |
| PY Total Expenses | $1,419,117 | PYTotalExpensesAmt |
| CY Total Expenses | $1,238,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$441,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $715,466 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,713,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,608,714 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,536,811 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,436,030 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $632,065 | ExpenseAmt |
| Grant | $562,797 | GrantAmt |
| Revenue | $159,898 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,035 | ExpenseAmt |
| Revenue | $39,504 | RevenueAmt |
| Desc | THROUGH EFFORTS OF ASHLAND COMMUNITY HOSPITAL FOUNDATION, THE COMMUNITY OF TALENT, OREGON CONTINUES TO RECEIVE QUALITY HEALTHCARE. IN 1994, THE FOUNDATION CONSTRUCTED A PHARMACY IN THAT COMMUNITY, WHICH IS RENTED TO MEDICAP PHARMACY. THIS PROJECT HELPED GUARANTEE ACCESS TO PHARMACEUTICALS IN THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $637,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS AND COMPANY CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414823711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BLANCALUZ BROSSARD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE YAEY KNOX | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSARIO MEDINA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA ORF | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GRUDIN | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY GIBBS | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIFFANIE LAMBERT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ZEPH ROBERTSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MCCULLOUGH | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARRISON TURNER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ MURPHY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH PAVLIK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK PALMESANO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY BERNARD | |||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JANET TROY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $100,099 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,221,150 | AllOtherContributionsAmt |
| Total Contributions | $1,221,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT OF MED FACILITIES | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $39,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,504 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,418 | TotalRevenueColumnAmt |
| Exclusion | $253,418 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $280,000 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,036,829 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,876,259 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,570 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,570 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | -$672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$672 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$672 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,953,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $280,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $253,418 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,764 | TotalAmt |
| Program Services | $383,764 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,033 | TotalAmt |
| Program Services | $179,033 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,099 | TotalAmt |
| Management And General | $100,099 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,903 | TotalAmt |
| Management And General | $211,903 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,981 | TotalAmt |
| Management And General | $9,981 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,862 | TotalAmt |
| Management And General | $12,862 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,340 | TotalAmt |
| Management And General | $29,340 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323 | TotalAmt |
| Management And General | $323 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,258 | TotalAmt |
| Management And General | $41,258 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,839 | TotalAmt |
| Management And General | $55,839 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066 | TotalAmt |
| Management And General | $1,066 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,823 | TotalAmt |
| Management And General | $23,823 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,406 | TotalAmt |
| Management And General | $46,406 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,939 | TotalAmt |
| Program Services | $4,007 | ProgramServicesAmt |
| Management And General | $1,932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,603 | TotalAmt |
| Management And General | $7,603 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAMPAIGN EXPENSES | $47,414 | $47,414 | |
| CONSULTING FEES | $23,749 | $23,749 | |
| DONOR RELATIONS | $20,826 | $20,826 | |
| BOARD RECOGNITION AND D | $9,409 | $9,409 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,867 | TotalAmt |
| Program Services | $2,056 | ProgramServicesAmt |
| Management And General | $25,811 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,238,504 | TotalAmt |
| Program Services | $637,100 | ProgramServicesAmt |
| Management And General | $601,404 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,963 | BOYAmt |
| EOY | $48,642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,407 | BOYAmt |
| EOY | $214,722 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,025 | BOYAmt |
| EOY | $159,626 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,303 | BOYAmt |
| EOY | $2,439 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,499 | BOYAmt |
| EOY | $7,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $578,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,540 | BOYAmt |
| EOY | $464,601 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,005,432 | BOYAmt |
| EOY | $10,607,205 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $103,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,713,669 | BOYAmt |
| EOY | $11,608,714 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,557 | BOYAmt |
| EOY | $8,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,301 | BOYAmt |
| EOY | $163,740 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,858 | BOYAmt |
| EOY | $172,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,087 | BOYAmt |
| EOY | $3,866,311 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,165,724 | BOYAmt |
| EOY | $7,569,719 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,536,811 | BOYAmt |
| EOY | $11,436,030 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,713,669 | BOYAmt |
| EOY | $11,608,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $715,466 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,169,158 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $15,616 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,021 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $550,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $723,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,221,150 | CurrentTaxYearAmt |
| Total | $3,382,682 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $550,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $723,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $396,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,221,150 | CurrentTaxYearAmt |
| Total | $3,382,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,382,682 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $497,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $565,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $572,922 | CurrentTaxYearAmt |
| Total | $2,731,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,114,644 | TotalSupportAmt |
| Public Support CY170 | 0.55320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,273,083 | BeginningYearBalanceAmt |
| Contributions | $448,426 | ContributionsAmt |
| Investment Earnings Or Losses | $769,411 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $181,675 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,481 | AdministrativeExpensesAmt |
| End Year Balance | $5,281,764 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,129,869 | BeginningYearBalanceAmt |
| Contributions | $172,297 | ContributionsAmt |
| Investment Earnings Or Losses | -$753,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,923 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $26,987 | AdministrativeExpensesAmt |
| End Year Balance | $4,273,083 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,602,662 | BeginningYearBalanceAmt |
| Contributions | $557,704 | ContributionsAmt |
| Investment Earnings Or Losses | $661,812 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $663,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,329 | AdministrativeExpensesAmt |
| End Year Balance | $5,129,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,117,624 | BeginningYearBalanceAmt |
| Contributions | $49,194 | ContributionsAmt |
| Investment Earnings Or Losses | $609,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,452 | AdministrativeExpensesAmt |
| End Year Balance | $4,602,662 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,527,865 | BeginningYearBalanceAmt |
| Contributions | $61,647 | ContributionsAmt |
| Investment Earnings Or Losses | $694,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $143,223 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,042 | AdministrativeExpensesAmt |
| End Year Balance | $4,117,624 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $411,472 | InvestmentCostOrOtherBasisAmt |
| Book Value | $411,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $157,771 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $108,022 | DepreciationAmt |
| Book Value | $49,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,659 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,279 | DepreciationAmt |
| Book Value | $3,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $464,601 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $10,363,877 | F |
| UNITRUST ASSETS | $243,328 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,607,205 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATION | $150,019 |
| DEPOSITS | $2,600 |
| ACCRUED PAYROLL | $11,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $163,740 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,153,339 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,169,158 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,616 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $14,595 | OtherRevenueAmt |
| Revenue Not Reported | $1,199,369 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,953,970 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,953,970 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,254,120 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,616 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,616 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,238,504 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,238,504 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | INCOME FROM THE EVANS SCHOLARSHIP ENDOWMENT FUND IS TO AWARD SCHOLARSHIPS TO STUDENTS WHO ARE PURSUING NURSING DEGREES FROM OREGON HEALTH & SCIENCE UNIVERSITY AT THE ASHLAND CAMPUS OR ROGUE COMMUNITY COLLEGE. INCOME FROM THE NIXON ENDOWMENT FUND IS GIFTED ANNUALLY TO THE FOUNDATION'S LIGHTS FOR LIFE CAMPAIGN. INCOME FROM THE ALLIED HEALTH SCHOLARSHIP FUND IS USED TO PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO LOCAL STUDENTS FOR CAREERS IN ALLIED HEALTH PROFESSIONS. INCOME FROM THE KITCHELL ENDOWMENT FUND IS USED TO SUPPORT NON-PROFITS FOR SPORTS FOR CHILDREN IN ASHLAND, TALENT, AND PHOENIX. INCOME FROM THE BUTLER AQUATICS FUND ARE USED TO SUPPORT NON-PROFITS THAT ADDRESS THE NEEDS OR CHILDREN IN ASHLAND, TALENT, AND PHOENIX THROUGH WATER ACTIVITIES AND SPORTS. |
| Part X, Line 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. AT DECEMBER 31, 2023, THE ACTIVITY REPORTED OPERATING INCOME OF $0 WHICH DID NOT ADD OR SUBTRACT FROM OPERATING LOSS CARRYFORWARDS. THE UNUSED NET OPERATING LOSS CARRYFORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS OF WHICH THE FOUNDATION WOULD BE ABLE TO UTILIZE THE CARRYFORWARDS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN SPLIT INTEREST AGREEMENT 14,595. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASANTE ASHLAND COMMUNITY HOSPITAL | |||||||
| 280 MAPLE STREET | ASHLAND | OR | 97520 | $91,068 | $0 | FMV | FUNDING PROVIDED TO ASSIST WITH: EMPLOYEES EXPERIENCING FINANCIAL HARDSHIP; RENOVATION OF NURSES STATION; FACILITY UPGRADES; EQUIPMENT; TRAINING; AND SCHOOL NURSE PROGRAM. |
| ASHLAND EMERGENCY FOOD BANK | |||||||
| 560 CLOVER LANE | ASHLAND | OR | 97520 | $20,000 | $0 | FMV | TO SUPPORT INCREASE STAFF HOURS TO ALLOW GREATER ACCESS AND PURCHASE FOOD. |
| JACKSON COUNTY SEXUAL ASSAULT AND RESPONSE TEAM | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | $18,000 | $0 | FMV | TO EXPAND THEIR K-12 PROGRAM FOR MATERIALS, INCREASE PARENTAL INVOLVEMENT AND TEACHING |
| LA CLINICA | |||||||
| 931 CHEVY WAY | MEDFORD | OR | 97504 | $37,000 | $0 | FMV | ADD A SECOND MENTAL HEALTH PROVIDER IN THE SCHOOL BASED HEALTH CENTER |
| MERCY FLIGHTS | |||||||
| 2020 MILLIGAN WAY | MEDFORD | OR | 97504 | $80,000 | $0 | FMV | EXPAND MOBILE INTEGRATED HEALTHCARE PROGRAM WITH A VEHICLE PURCHASE AND CREATE A VIRTUAL EMERGENCY PROGRAM |
| OHRA | |||||||
| 2350 ASHLAND ST | ASHLAND | OR | 97520 | $38,000 | $0 | FMV | SUPPORT THE EXPANSION OF THEIR RESOURCES NAVIGATION PROGRAM THAT SERVES UNHOUSED OR THOSE AT RISK OF LOSING THEIR HOME. |
| OREGON ADAPTIVE SPORTS | |||||||
| 345 SW CYBER DRIVE | BEND | OR | 97702 | $11,000 | $0 | FMV | SUPPORT DEVELOPMENT AND IMPLEMENTATION OF AN ADAPTIVE SKI PROGRAM AT MT. ASHLAND. |
| ROGUE VALLEY FARM TO SCHOOL | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | $17,000 | $0 | FMV | ASSIST TO INTEGRATE TRAUMA-INFORMED NUTRITION AND FEEDING INTO THEIR PROGRAM AND EXPAND DIGGING DEEPER PROGRAM. |
| ROGUE VALLEY MENTORING | |||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | $18,000 | $0 | FMV | SUPPORT SOCIAL-EMOTIONAL WELLNESS FOR TALENT MIDDLE SCHOOL STUDENTS. |
| SOUTHERN OREGON JOBS WITH JUSTICE | |||||||
| 64 HAWTHORNE ST | MEDFORD | OR | 97504 | $14,000 | $0 | FMV | HELP PURCHASE A MOBILE FOOD TRUCK/TRAILER FOR THEIR PEACE MEALS PROGRAM. |
| TALENT MAKER CITY | |||||||
| 304 E MAIN ST | TALENT | OR | 97540 | $19,000 | $0 | FMV | SUPPORT FOR THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION. |
| UNITED ROTARY CLUBS OF SOUTHERN OREGON | |||||||
| 175 NORTH MAIN STREET | ASHLAND | OR | 97520 | $16,000 | $0 | FMV | SUPPORT THEIR DOLLY PARTON IMAGINATION LIBRARY INITIATIVE TO PROVIDE FREE BOOKS. |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NURSING SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 37 | RecipientCnt |
| Cash Grant | $179,033 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I LINE 1 - MISSION STATEMENT | ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. |
| FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTS | PROGRAM SERVICE ACCOMPLISHMENTS ASANTE ASHLAND COMMUNITY HOSPITAL GRANTS - $91,068 EMPLOYEE ASSISTANCE FUND: $1,580 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED THREE EMPLOYEES AT ASHLAND'S HOSPITAL EXPERIENCING FINANCIAL HARDSHIP. EMERGENCY SERVICES FUND: $12,980 A GRANT FROM THE SID AND KAREN DEBOER FOUNDATION AND OTHER DONOR DESIGNATED GIFTS TO ASANTE ASHLAND COMMUNITY HOSPITAL HELPED SUPPORT THE RENOVATION OF THE NURSES' STATION IN THE EMERGENCY DEPARTMENT. DUE TO INCREASED PATIENT VOLUME THE RENOVATION WILL ALLOW STAFF TO WORK MORE EFFICIENTLY. ENGINEERING FUND: $28,080 A GRANT FROM THE ALLEN AND KATHERINE ALSING FUND OF THE OREGON COMMUNITY FOUNDATION WAS USED TO SUPPORT FACILITY UPDATES, INCLUDING A REFRESH OF PAINT IN PATIENT AREAS TO ALIGN WITH THE HOSPITAL'S AGE FRIENDLY INITIATIVE. LABORATORY FUND: $19,957 A GRANT FROM THE ALLEN AND KATHERINE ALSING FUND OF THE OREGON COMMUNITY FOUNDATION WAS USED TO SUPPORT THE PURCHASE OF NEW EQUIPMENT FOR THE LAB AND COSTS ASSOCIATED WITH LAB STAFF APPRECIATION WEEK. RODDEN EDUCATION FUND: $3,471 TO PROVIDE TRAVEL EXPENSES FOR TWO EMPLOYEES IN ASHLAND HOSPITAL'S SURGICAL SERVICES DEPARTMENT TO ATTEND THE 2022 ACADEMY OF OPHTHALMOLOGY CONFERENCE. SCHOOL NURSE PROGRAM: $25,000 TO SUPPORT THE SCHOOL NURSE PROGRAM AT THE ASHLAND SCHOOL DISTRICT. COMMUNITY HEALTH GRANTS: $292,696 ACHF MITTEN, HAT & GLOVE DRIVE: $196 TO SUPPORT THE PURCHASE OF MITTENS, HATS, AND GLOVES FOR K-5 STUDENTS IN THE ASHLAND AND PHOENIX-TALENT SCHOOL DISTRICT. OVER 1,000 ITEMS WERE DISTRIBUTED TO STUDENTS. A GIFT CARD FROM FRED MEYER FOR $250 HELPED PURCHASE ITEMS, ALONG WITH ITEMS DONATED BY COMMUNITY MEMBERS. ALL REMAINING NEEDED ITEMS ARE PURCHASED BY ACHF TO ENSURE THAT EVERY CHILD HAS SOMETHING TO SELECT. ASHLAND EMERGENCY FOOD BANK: $20,000 THROUGH OUR COMMUNITY CARE FUND, SUPPORT HELPED INCREASE STAFF HOURS TO ALLOW THEM TO IDENTIFY AND DEVELOP PARTNERS AND LOCATIONS WHERE OFFSITE FOOD PANTRIES COULD BE ACCESSIBLE TO A GREATER NUMBER OF PEOPLE, AND TO PURCHASE FOOD TO SUPPLY IDENTIFIED LOCATIONS. ASHLAND PARKS AND RECREATION FOUNDATION FOR SENIOR SERVICES: $2,000 THROUGH OUR COMMUNITY CARE FUND, SUPPORT WAS GIVEN TO EXPAND VACCINATION CLINICS FOR LOW-INCOME SENIORS IN ASHLAND AND TALENT AGAINST COVID-19, FLU, AND THE SUPER FLU. ASHLAND SCHOOL DISTRICT: $1,500 A GRANT FROM LITHIA 4 KIDS HELPED SUPPORT THE PURCHASE OF GALOSHES FOR 5TH GRADE STUDENTS TO BE USED FOR THEIR OUTDOOR SCHOOL PROGRAM. JACKSON COUNTY SEXUAL ASSAULT AND RESPONSE TEAM: $18,000 TO EXPAND THEIR K-12 PROGRAM TO INCREASE PARENT/GUARDIAN INVOLVEMENT AND INCREASE ACCESS TO MATERIALS, ESPECIALLY FOR SPANISH SPEAKING PARENTS. ADDITIONALLY, FUNDS WILL RE-FOCUS TEACHING EFFORTS FOR K-5 STUDENTS. LA CLINICA: $37,000 TO ADD A SECOND MENTAL HEALTH PROVIDER TO THE SCHOOL-BASED HEALTH CENTER AT ASHLAND HIGH SCHOOL. MERCY FLIGHTS: $80,000 TO EXPAND THEIR MOBILE INTEGRATED HEALTHCARE (MIH) PROGRAM FOR THE ASHLAND, TALENT, AND PHOENIX COMMUNITIES BY ADDING A SECOND VEHICLE. ADDITIONALLY, AN INVESTMENT FROM OUR INNOVATION FUND, HELPED SUPPORT THE DESIGN PHASE OF THEIR HOSPITAL-AT-HOME INITIATIVE, A PARTNERSHIP BETWEEN LOCAL HEALTH CARE PROVIDERS, TO CREATE A VIRTUAL EMERGENCY PROGRAM IN OUR COMMUNITY. OHRA: $38,000 TO SUPPORT THE EXPANSION OF THEIR RESOURCES NAVIGATION PROGRAM THAT SERVES UNHOUSED INDIVIDUALS, OR THOSE AT RISK OF LOSING THEIR HOME. OREGON ADAPTIVE SPORTS: $11,000 TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF AN ADAPTIVE SKI PROGRAM AT MT. ASHLAND FOR THE 2024 SKI SEASON. ROGUE VALLEY FARM TO SCHOOL: $17,000 FUNDS ALLOWED THEM TO INTEGRATE TRAUMA-INFORMED NUTRITION AND FEEDING INTO THEIR PROGRAM AND EXPAND THEIR DIGGING DEEPER PROGRAM TO TRAILS OUTDOOR SCHOOL IN ASHLAND. ROGUE VALLEY MENTORING: $18,000 TO SUPPORT SOCIAL-EMOTIONAL WELLNESS FOR TALENT MIDDLE SCHOOL STUDENTS THROUGH MENTORING CIRCLES FOR ALL 6TH GRADE STUDENTS, AND VOLUNTARY CIRCLES FOR 7TH AND 8TH GRADE STUDENTS. SOUTHERN OREGON JOBS WITH JUSTICE: $14,000 TO HELP PURCHASE A MOBILE FOOD TRUCK/TRAILER FOR THEIR PEACE MEALS PROGRAM THAT PROVIDES MEALS TO SENIORS, CHILDREN, AND VULNERABLE POPULATIONS IN ASHLAND. TALENT MAKER CITY: $19,000 TO SUPPORT THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION. THE COLLABORATION PROVIDED ONGOING WHEELCHAIR MAINTENANCE WORKSHOPS, INNOVATIVE WORKSHOPS FOR 3D PRINTED CUSTOM TOOLS AND CHAIR ACCESSORIES, AND CONSULTING FEES FOR ACCESSIBILITY DESIGN FOR THEIR NEW BUILDING. PHOENIX-TALENT SCHOOL DISTRICT: $1,000 A GRANT FROM LITHIA 4 KIDS HELPED SUPPORT THE PURCHASE OF GALOSHES FOR 5TH GRADE STUDENTS TO BE USED FOR THEIR OUTDOOR SCHOOL PROGRAM. UNITED ROTARY CLUBS OF SOUTHERN OREGON: $16,000 TO SUPPORT THEIR DOLLY PARTON IMAGINATION LIBRARY INITIATIVE TO PROVIDE A FREE AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE IN ASHLAND, TALENT, AND PHOENIX. SCHOLARSHIP AWARDS: $179,033 EVANS NURSING SCHOLARSHIPS: $179,033 THE WILLIAM G. & RUTH T. EVANS ENDOWED NURSING SCHOLARSHIP SUPPORTED SCHOLARSHIPS FOR 37 STUDENTS ENROLLED IN NURSING PROGRAMS AT ROGUE COMMUNITY COLLEGE AND OREGON HEALTH & SCIENCE UNIVERSITY - ASHLAND CAMPUS. FOOTNOTE: IN 2023 THE FOUNDATION PROVIDED MEETING ROOM SPACE TO THE ROTARY CLUB OF ASHLAND AND TO SOROPTIMIST INTERNATIONAL OF ASHLAND FOR THEIR BOARD AND COMMITTEE MEETINGS. |
| Form 990, Part VI, Section A, line 6 | FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM). |
| Form 990, Part VI, Section A, line 7a | THE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY. |
| Form 990, Part VI, Section B, line 11b | THE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY. |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING. |
| Form 990, Part VI, Section C, line 18 | THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE. |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG |
| Form 990, Part XI, line 9: | CHANGE IN MARKET VALUE OF TRUST ASSETS 14,595. IN-KIND EXPENSES -15,616. |
| FINANCIAL STATEMENT AND AUDIT OVERSIGHT | THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR. |
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